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American Express
AXP

Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
1651
Yorktown Management & Research Company
Virginia
$309K -$83.1K -460 -22%
FPW
1652
Flagship Private Wealth
Massachusetts
$309K – – –
ASFA
1653
All Season Financial Advisors
Colorado
$309K +$19.1K +106 +7%
CPIA
1654
Cornell Pochily Investment Advisors
New York
$308K -$111K -617 -27%
HWM
1655
Hemington Wealth Management
Virginia
$308K +$298K +1,649 New
HIG
1656
Heritage Investment Group
Florida
$307K – – –
AWM
1657
Accel Wealth Management
Iowa
$306K -$17.5K -97 -6%
BFC
1658
Blue Fin Capital
Rhode Island
$306K – – –
HI
1659
Hudock Inc
Pennsylvania
$306K +$21.3K +118 +8%
LNWTC
1660
Laird Norton Wetherby Trust Company
Washington
$305K -$7.22K -40 -2%
T
1661
TOBAM
France
$305K +$88.7K +491 +43%
AA
1662
Advisory Alpha
Michigan
$304K +$361 +2 +0.1%
SWA
1663
SFMG Wealth Advisors
Texas
$302K +$361 +2 +0.1%
PCWA
1664
Pacific Capital Wealth Advisors
California
$301K – – –
KWM
1665
Kolinsky Wealth Management
New Jersey
$301K +$29.6K +164 +11%
CF
1666
Corrigan Financial
Rhode Island
$299K +$181 +1 +0.1%
SMC
1667
Smith, Moore & Co
Missouri
$299K -$3.61K -20 -1%
AAIM
1668
Asset Advisors Investment Management
Georgia
$299K – – –
MJP
1669
Michael J. Puzo
$299K – – –
BBNB
1670
Baker Boyer National Bank
Washington
$298K – – –
ISWM
1671
Independent Solutions Wealth Management
New York
$297K -$5.42K -30 -2%
RIM
1672
Reliant Investment Management
Tennessee
$297K – – –
ZF
1673
Zhang Financial
Michigan
$297K +$287K +1,590 New
CAAS
1674
Capital Asset Advisory Services
Michigan
$296K -$2.89K -16 -1%
CIP
1675
Convergence Investment Partners
Florida
$296K -$1.45K -8 -0.5%
65 66
67
68 69